I read it different FD. It seems in light of the relevance of how much cu6 has picked up over SOC, they're considering expanding the cohort of BCR and there is now potential for accelerated approval, whereas if the results weren't as good, they couldn't have considered it.
i believe what you said initially is correct, I think they have to find ways to determine the SoT to use as the comparator so that they can resolve the false positives.
Research/Valuation, page-191
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